Forwarding or BCCing your invoice emails to ReferralCandy is required for the email integration to work. The emails sent to ReferralCandy are scanned to detect referrals, identify referral details, and track purchases at your store.
Important: This is one of two steps required to complete email integration. The next step is Add a referral tracking code.
Forwarding invoice emails
For email integration to work, you must forward all your invoice emails to ReferralCandy. The system scans the received invoice emails to identify which purchases come from referrals.
Invoices are sent to your unique ReferralCandy email address, which is found on the Integration > Standalone page of the ReferralCandy dashboard:
Why is forwarding or BCCing invoice emails necessary? ReferralCandy needs to receive your invoice emails for the following reasons:
Track referrals. ReferralCandy must collect all purchase data via the invoice emails to identify which transactions are referrals.
Detect fraudulent referrals. The system ensures that referrals are legitimate, and only new customers are marked as referrals, preventing existing customers from making referred purchases.
Send post-purchase invites. If enabled, customers immediately receive the invite email, encouraging them to join your referral program.
Required information
There are specific details necessary for email integration to detect and track referred purchases. Make sure that the invoices you forward to ReferralCandy contain the following information, in no particular order:
First name of the customer
Last name of the customer
Email address of the customer. This should be in the email body or the "To" field.
Total invoice amount and the 3-letter currency code.
Time,* including minutes and seconds, when the customer views the purchase completed or "Thank you" page where the referral tracking code was inserted
Preferred language** of the customer
(Optional) Whether the customer consented to marketing***
These information will displayed on the Invoice History page of your ReferralCandy dashboard.
Notes:
*Item 5 is optional if you're sending invoice emails to ReferralCandy immediately when the customer views the purchase completed page
**Item 6 is required if you are running a referral program in multiple languages
***If you only want to enroll customers who have consented to marketing in the referral program, you need to let the system know. Add text like "Marketing consent: false" or "Marketing consent: true" to the email.
Up next: Add a referral tracking code
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